Chapter 1: Chapter Name

Adding and Modifying

Payment Information
User Guide for Individual Consultants and Consulting Firms

March 2020

1
How to Use the Manual
Who can use this manual?

This user guide is for ADB Individual Consultants and Consulting Firms who need to enter or update
their payment information in the Consultant Management System (CMS).

Scope

This guide illustrates how to add or modify payment information details.

Structure

The guide is essentially divided into a number of chapters in order for the topics to be quickly
located. These chapters present the instructions as step-by-step procedures and in the same
sequence as they are done in the system.

To maximize the use of this manual, please be guided by the following:

1. All acronyms or abridgements cited in this manual are expounded in the Abbreviations
section, while a Glossary of terminologies used throughout this document is found in the
Appendices section.
2. The Oracle Applications Basics, which is also included in the Appendices section, explains the
usage of the different screen elements such as icons, buttons, lists or menus.

3. Some sections of this manual make use of legends for the roles involved in a given process
or procedure. These roles are classified based on the color of their boxes and the acronyms
used.

For example: IC is used to represent the Individual Consultant role.

4. The System Roles and Responsibilities section lists the different users of the system and the
corresponding Oracle responsibilities assigned to them to be able to perform their tasks.

5. To distinguish or identify the screen element that should be clicked to carry out a task, the
label of the object being referred to in the step-by-step instructions is enclosed within a pair
of square brackets [ ]. Also, the name of the screen/page and section/region make use of
bold characters for emphasis.
For example: To access CMS, click the [Self Service] icon on the myADB home page.

2
6. Pay attention to the tips, notes and warnings represented in boxes as they suggest
additional details pertinent to the particular process or topic discussed.

3
Abbreviations
ADB Asian Development Bank
CF Consulting Firm
CMS Consultant Management System
HQ The ADB headquarters building in Manila, Philippines
IC Individual Consultant
ITD Information Technology Department
PPFD Procurement, Portfolio, and Financial Management Department
SC Staff Consultant
TDTS Treasury Services Division

4
System Roles and Responsibilities
Registered users of CMS are categorized under one of the following roles:

Actor/Role System Responsibility Description

IC Individual Consultant ADB CMS Individual This refers to the Individual

Consultant Consultant registered in the
Consultant Management System.

CF Consulting Firm ADB CMS Consulting Firm This refers to the representative of
Primary Contact a Consulting Firm registered in the
Consultant Management System.

The ADB departments below play a vital role in processing payment information in CMS:

Division Responsibility

PPFD (Procurement, Portfolio, and Responsible for planning, monitoring, and coordinating of
Financial Management Department) project processing and administration work programs,
financial management policies and procedures, procurement
reviews and consultant recruitment.

TDTS (Treasury Services Division) Responsible for processing of claims, advances and
reimbursements, as well as execution/reconciliation of
payments.

5
 Chapter 1: Chapter Name

Contents
Chapter 1 9
A. Accessing the Payment Information Screen 10

Chapter 2 15
Step 1. Select your Contract Currency. 16

Step 2. Enter your Bank Details. 17

Step 3. Select the Country where your Bank is maintained. 18

Step 4. Provide your Bank Information. 19

A. Searching for Beneficiary Bank or Branch 19

B. Beneficiary Bank or Branch is Not Found 21

C. Entering Intermediary/Correspondent Bank Details 23

Step 5. Enter your preferred Intermediary/Correspondent Bank Details24

Step 6. Attach Documents to Justify Bank Account Ownership. 28

Comments 29

Submitting Payment Information Details 29

Payment Instruction Verification 31

Chapter 3 32

6
Chapter 1: Chapter Name

A. Processing the Payment Information Details 33

B. Returned Payment Information Details 34

C. Updating Payment Information Details 35

D. Restoring Deletions of Payment Information Details 35

7
Introduction

Who can Enter Bank Information?

The current release of CMS allows registered consultants to enter and submit payment information
at any time. These bank payment instructions must undergo a process of verification that is only
initiated if the consultant is engaged in or about to enter negotiations, or if the consultant has an
active contract.

When is Enter Bank Information required?

Payment information must be submitted in order to be able to accept an offer. At least one
activated (successfully verified) set of payment instruction details must be available (or under the
status “For Bank/Branch Matching”) in order for negotiations to be concluded and a contract
awarded. There should be at least one active payment information for the currency specified in a
claim request for the claim to be submitted.

Revising Payment Information

Revision of payment information may be initiated at any time through the submission of new
payment instruction details. So long as the consultant has upcoming or ongoing negotiations or has
an active contract, the submitted payment instruction details will be processed for verification. Once
activated (successfully verified), the new payment instruction details will replace the old, with the
old set of payment details acquiring the Deactivated status.

Contents of Guide

Chapter 1 contains steps on how to access the Payment Information screen in the Consultant
Management System (CMS). Chapter 2 of this guide shows the steps for adding payment
information details. Chapter 3 shows the steps for making changes to the payment information
details if updates need to be made or if the details are returned to the consultant for further
corrections or modifications.
Chapter 1
Accessing the Payment Information Screen in CMS
Accessing the Payment Information Screen in CMS

A. Accessing the Payment Information Screen

Being a web-based application, CMS is accessed via an Internet browser.

1. Open your Internet Browser and type http://cms.adb.org in the address bar.

2. The Consultant Management System page appears. Click Consultant/EA.

10
Accessing the Payment Information Screen in CMS

3. On the succeeding screen, type your Username, which is typically the email address used
during registration, and then the password. Click [Login], afterwards.

4. Upon succesfully logging in, the Navigation page opens, giving you access to the different
functionalities. Click the ADB CMS Individual Consultant responsibility link.

Name Description

The Navigator Home page is the entry point to the different Self-
Navigator Home Page Service Applications available to the ADB Individual Consultant or
Consulting Firm. A user can easily go back to this page by clicking
on the Home link in the Header and Footer menu area.

Specific responsibilities are assigned to your user ID. You can

Responsibility switch between responsibilities without logging out. If you are an
Individual Consultant, click on ADB CMS Individual Consultant and
for a Consulting Firm representative, click on ADB CMS Consulting

11
Accessing the Payment Information Screen in CMS

Name Description

Firm Primary Contact.

The Favorites area allows users to create links to specific internal

Favorites
or external websites. To start customizing, click on the
[Personalize] button to open the Customize Favorites page.

Header and Footer

These areas are located at the top and bottom of the page and
Menu
show links accessible throughout the various screens.

12
Accessing the Payment Information Screen in CMS

CMS works best using the following browsers:

▪ 32-bit Internet Explorer Browser

Internet Explorer 11 on Windows 10 (Desktop Mode) (32-bit & 64-bit)
Internet Explorer 11 on Windows 8.1 (Desktop Mode) (32-bit & 64-bit)
Internet Explorer 11 on Windows 7 (32-bit & 64-bit)
Internet Explorer 9 on Windows Vista (32-bit)

▪ 64-bit Internet Explorer Browser

Internet Explorer 11 on Windows 10 (Desktop Mode) (64-bit)
Internet Explorer 11 on Windows 8.1 (Desktop Mode) (64-bit)
Internet Explorer 11 on Windows 7 (64-bit)

▪ Firefox ESR 45.x on Windows 10 (32-bit & 64-bit)

Firefox ESR 45.x on Windows 8.1 (32-bit & 64-bit)
Firefox ESR 45.x on Windows 7 (32-bit & 64-bit)
Firefox ESR 45.x on Windows Vista (32-bit)

▪ Chrome v44 on Windows 10 (32-bit & 64-bit)

Chrome v44 on Windows 8.1 (32-bit & 64-bit)
Chrome v35 on Windows 7 (32-bit & 64-bit)
Chrome v35 on Android v4.1 or Higher

▪ Microsoft Edge on Windows 10 (32-bit & 64-bit)

▪ Safari 9.1.1 or higher for OS X v10.11.5 or higher

Safari 9.1.1 or higher for OS X v10.10.2 or higher
Safari 8.0.3 or higher for OS X v10.11.5 or higher
Safari 8.0.3 or higher for OS X v10.10.2 or higher
Safari 7.0.1 or higher for OS X v10.9.1 or higher
Safari 6.0.2 or higher for OS X v10.8.2 or higher
Safari 6.0.2 or higher for OS X v10.7.5 or higher

Though the application can be accessed via other browsers, users may experience
differences in appearance and functionality of the application.

5. Under the Profile tab (4a), click the Payment Information category (4b) located on the left
side of the screen.

13
Accessing the Payment Information Screen in CMS

4a

4b

6. Under the section called Payment Information, click on the button labeled [Add Payment
Instruction].

If the [Add Payment Instruction] button is not visible, please email [email protected].
If possible, please include a screenshot in the email, along with your CMS registration
number.

14
Chapter 2
Adding Payment Information

The Payment Information screen guides you through a Step-by-Step process that is conveniently
contained in a single page. The uppermost section stores general information on the payment
information details. Many of the succeeding fields, including those for the beneficiary and
intermediary bank details, observe a 35-character maximum length, in conformity with electronic
payment standards.
Adding Payment Information

Step 1. Select your Contract Currency.

This drop down list box enables the user to choose the applicable currency to be associated with the
current set of payment information details. Important details to note about currency are:

• Only one active set of payment information details is allowed per currency.

• A new set of payment information details for a currency may be submitted. Once fully
processed, it will deactivate the previous payment information details for that currency.

• The consultant may not submit new payment information details while an existing
submission has any one of the following statuses: For Verification, For Correction, or For
Bank/Branch Matching.

• You may enter one payment account information (beneficiary bank and payee's account
name and number) for all currencies in the contract provided said account can accept multi-
currency remittances.

• Only ADB-allowed currencies are displayed in the drop-down list.

Ensure that any submission of payment information instructions is in compliance

with Anti-Money-Laundering regulations.

16
Adding Payment Information

For projects administered by ADB, limit your choice of currency with regard to a Non-
Committal Inquiry (individual consultant) or Proposals (consulting firm) to the
following: "AUD", "CAD", "EUR", "GBP", "JPY", "NZD", "PHP" or "USD". This applies
only to ADB-Administered Selections.

Step 2. Enter your Bank Details.

Enter your Bank Account Number, Account Holder Name, followed by your Account Holder Address.

(2a) Account Number: This is the account number associated with the specified currency. As
mentioned elsewhere, only one set of payment information details is associated with a
particular currency.

(2b) Account Holder Name: For electronic payments, enter the account holder name. If
payment is by check, then this option displays the consultant’s name and may not be
edited.

(2c) Account Holder Address: This is the Home or Business address information you provided
when you enrolled your bank account.

2a
2b

2c

17
Adding Payment Information

Step 3. Select the Country where your Bank is maintained.

If the Contract Currency in Step 1 is either USD or PHP and if the Country selected in
Step 3 is Philippines, the CMS screen will refresh and display the message “Is your
USD or PHP bank account maintained in a bank located within the ADB premises?”

3a

If you choose Yes (3a), the Find Bank window under Beneficiary Bank in Step 4 will
only display ADB in-house banks which are Metrobank and Citibank (3b).

3b

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Adding Payment Information

Step 4. Provide your Bank Information.

The beneficiary bank is the receiving bank for payments to the consultant. The user will click on the
[Find Your Bank] button and select the desired bank or branch. If the specific bank or branch is not
found in the existing list, then the bank and branch names will be entered in text boxes rather than
selected from an existing list of choices. In either case, submission of electronic payment
information details will undergo a verification process.

A. Searching for Beneficiary Bank or Branch

1. To start searching for your beneficiary bank, click the Find Your Bank button.

2. The Find Bank window will appear which the consultant can use to locate their preferred
bank. Enter a value in the provided Search fields, then click [Go] to generate the list of
banks.

19
Adding Payment Information

3. Click the Quick Select icon to choose your bank from the generated list.

4. If the Beneficiary Bank/Branch is found, Bank Address and other bank particulars will be
filled in and the section of the screen will appear in the following manner:

5. If you were not able to find your bank, click [Cancel] and follow the instructions in section B.

20
Adding Payment Information

B. Beneficiary Bank or Branch is Not Found

For this section, the user manually enter details in text boxes regarding the intended beneficiary
bank if the specific bank or branch is not found in the existing list of choices. Please note that
submitted beneficiary bank information may be updated once ADB successfully matches your bank
and branch against an existing entry in its database.

1. If the specific Bank/Branch is not found, then the No option for “Were you able to find your
Bank?” should be clicked to enable the name of bank to be typed into corresponding text
fields. The following image shows the Beneficiary Bank details if the Bank/Branch is not
found included in the existing list.

2. Enter the mandatory fields such as the Bank Name and Bank Address. Depending on the
selected Contract Currency and Country defined in Steps 1 and 3, a corresponding payment
transfer code(s) will remain enabled. In most cases, the SWIFT BIC/BEI is editable but can be
replaced with a corresponding alternative as seen in the next table.
BANK ADDRESS
BANK NAME

SORTCODE
CURRENCY

FEDWIRE

CHIPS

IFSC
BSB

ALTERNATIVE

If SWIFT BIC/BEI is not available, indicate the

Fedwire routing number or CHIPS Universal
USD ü ü ü ü
Identifier and complete name and address of
the beneficiary bank, including name of city or
state and country.

If SWIFT BIC/BEI is not available, indicate the

GBP ü ü ü SORTCODE and the complete name and address
of the beneficiary bank, including name of city
or state and country.

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Adding Payment Information

BANK ADDRESS
BANK NAME

SORTCODE
CURRENCY

FEDWIRE

CHIPS

IFSC
BSB
ALTERNATIVE

If SWIFT BIC/BEI is not available, indicate the

AUD ü ü ü BSB number and the complete name and
address of the beneficiary bank, including name
of city or state and country.

If SWIFT BIC/BEI of the Beneficiary Bank is not

available, indicate the SWIFT BIC/BEI of the
JPY ü ü Beneficiary bank's Head Office as Intermediary
bank. Include the complete name and address
of the beneficiary bank, including name of city
or state and country.

Enter the complete name and address of the

CAD ü ü
Beneficiary Bank, including name of city or state
and country.

If SWIFT BIC/BEI is not available, indicate the

INR ü ü ü IFSC and the complete name and address of the
beneficiary bank, including name of city or state
and country.

Complete name and Address of the Beneficiary

EUR ü ü
Bank, including name of city or state and
country.

Complete name and Address of the Beneficiary

OTHERS ü ü
Bank, including name of city or state and
country.

The Beneficiary Bank information provided may be updated once ADB successfully
matches your bank and branch against an existing entry in its database.

22
Adding Payment Information

C. Entering Intermediary/Correspondent Bank Details

Intermediary bank details determine how payment is to be routed, in situations where the currency
of payment cannot be directly handled by the beneficiary bank. Applicable transmittal charges will
apply based on the intermediary bank selected.

This entire section on intermediary bank details will only be visible if the chosen Contract Currency
(Step 1) does not correspond to the local currency of the Country (Step 3) where the bank is located.

In such cases, the CMS screen will refresh and display the following additional steps:

Step 5. Enter your preferred intermediary/correspondent bank details. – Follow the instructions
below on how to enter your intermediary/correspondent bank information.

Step 6. Attach documents to justify your ownership of your bank account. – The Attachment
section is always displayed. If Intermediary bank details are not needed this will remain as Step 6
in your Payment Information screen. Instructions on how to attach a document or discussed in a
forthcoming section.

If the selected currency is either PHP or USD, the selected country is Philippines, and
the consultant’s account is maintained in an ADB In-house bank, then the
intermediary bank section will not appear.

23
Adding Payment Information

Step 5. Enter your preferred Intermediary/Correspondent Bank Details

If you found your beneficiary bank in Step 5 with a valid SWIFT BIC/BEI code, the [Find Intermediary
Bank] button will be displayed. However, not all beneficiary banks with a SWIFT BIC/BEI will be
provided with an Intermediary bank selection. If this is the case, the [Find Intermediary Bank] button
will not be displayed.

1. To start searching for your intermediary bank, click the [Find Intermediary Bank] button.

2. The Intermediary or Correspondent Bank screen is displayed, click the Quick Select icon to
choose your intermediary bank from the list.

24
Adding Payment Information

3. The Intermediary Bank details will be populated with a Bank name, Bank Address and other
bank particulars of the chosen bank. The fields will remain editable for possible correction or
changes that can be done by the consultant/ consulting firm.

ADB takes no responsibility and provides no warranties for the information provided
on intermediary/correspondent banks. The information provided is for your
assistance, but the responsibility for correct bank information and any potential
additional costs for the payment transactions remain with the consultant/consulting
firm.

If no Intermediary/Correspondent Bank details are provided, the consultant/consulting firm will

have to manually enter the bank information required for sending international money transfers.
The most common requirements are:

1. Bank: This is the name of the intermediary bank;

2. Bank Address: This is the bank address of the intermediary bank including name of city or state
and country; OR
3. SWIFT BIC/BEI (Bank Identification Code/Business Entity Identifier): This field reflects the
intermediary bank’s SWIFT Bank Identifier Code (BIC) or Business Entity Identifier (BEI) number.
It is an eight (8) or eleven (11) digit bank code.
• First four (4) characters represent Bank Code (only letters)
• Next two (2) characters represent the alpha-2 country code (only letters)
• Next two (2) characters represent location code (letters and digits) (passive participant
will have "1" in the second character)

25
Adding Payment Information

• Last three (3) characters represent branch code, optional ('XXX' for primary office) (letters
and digits)

1 3

Optional information that can be entered manually are as follows:

1. FEDWIRE (Federal Reserve Wire Network): This is the Institution routing number of the
intermediary bank that helps enable wire transfers between banks. The bank format for this
institution routing number should be all numeric.
2. CHIPS (Clearing House Interbank Payment System): This is the Institution User ID (UID) number
that can be used to conduct financial transactions between different banks. CHIPS consist of all
numeric characters.
3. BSB (Bank State Branch): This is a unique identifying code used in Australia and New Zealand to
record information about branch locations of banks in a standardized way.
• First two (2) characters represent the Bank Code.
• The next four (4) characters are reserved for the Branch Code.
4. SORTCODE: This is a unique code used to route money transfers between British and Irish banks
within their respective countries via their respective clearance organizations.
• First two (2) characters represent the Bank Code.
• The next two (2) characters are reserved for the Branch Code.
• The last two (2) characters represent the Series Number.
5. IFSC (Indian Financial System Code): This is an alphanumeric code that uniquely identifies a
bank-branch participating in the two main electronic funds settlement systems in India.
• The first four (4) characters represent the entity.
• The fifth position has been defaulted to a zero (0) for future use.
• The last, sixth, character denotes the branch identity.

26
Adding Payment Information

▪ Ask your Beneficiary Bank for the correct Intermediary/Correspondent Bank

details. In most cases, it is available on the beneficiary bank’s website and in the
bank’s branches.
▪ Hover over one of the payment transfer code field and a tooltip may appear –
with additional information as to how the code is structured. This feature is not
available in mobile devices.

If your beneficiary bank requires more than one (1) bank before it reaches your
account, choose Yes option. A new set of fields will appear where you can enter
additional bank account details.

27
Adding Payment Information

Step 6. Attach Documents to Justify Bank Account Ownership.

The Attachments section is primarily for the uploading of documents for bank account verification
purposes. Typical documents are listed below; the consultant only has to choose one:

For Individual Consultants:

• A scanned passport copy with signature (the details of expiry/issue dates can be redacted --
blurred/hidden) along with a letter with account details signed by the consultant.
• A bank certificate stating details of the bank account (balance information need not be
shown)
• A notarized copy of the letter with account details signed by the consultant where the
identity of the consultant is notarized
• The header of a bank statement showing the name and the account number (balance need
not be shown)
• A reference to a previous contract with ADB where such account information is contained

For Consulting Firms:

• A bank certificate showing details of the bank account (balance information need not be
shown)
• The header of a bank statement showing the name and the account number (balance
information need not be shown)
• A reference to previous contract with ADB where such account information is included

1. To begin attaching a document, click the [Add Attachment] button.

2. Attachment screen will be displayed, enter necessary information such as:

a. Title: This is the title associated with the attached file document.
b. Description: This is the optional text describing the contents of the file attachment.
c. Category: The Category is how CMS tags file attachments in order for the system to
determine if certain file requirements have been complied with. Only Payment
Information is available for this category.

28
Adding Payment Information

2a
2b

2c

3. Click [Browse] to locate the file that will be included as a file attachment for bank verification
purposes.
4. Click [Apply] to save the attached file and to go back to the Payment Information screen.

Comments

1. In this section, the consultant enters any comments related to the payment information details.
It is an optional field, unless the details have been returned for correction. In the latter case,
details of what needs correction or substantiation will be included.

Submitting Payment Information Details

1. To have the payment information details verified and activated, click on [Submit].
2. A confirmation screen will be displayed with the summary of payment information details, click
[Yes] to verify.

29
Adding Payment Information

3. In the event the submitted details are for a currency with an active set of payment information
details, the old information will be replaced with a new one, once activated.

30
Adding Payment Information

Payment Information details that are submitted but with missing intermediary bank
details will receive a confirmation message similar to the image below. CMS will
allow the submission, but the request will acquire the status of “Active – No
Intermediary Bank” after it has been processed by PPFD. Click [Yes] to verify.

Payment Instruction Verification

Submitted payment instruction details will be processed for verification if the consultant, (1) has an
active contract, or, (2) is about to engage in or is currently going through negotiations. Otherwise,
the status of the submitted electronic payment information becomes Unverified, to be processed
only upon the above conditions being met.

31
Chapter 3
Modifying Payment Information
Modifying Payment Information

A. Processing the Payment Information Details

Typically, while entering payment information details for submission, the Status initially appears as
Draft. Below are the different status types that might be encountered:

Status Type Description

Draft This is the initial status type for payment information that is
recently entered by the consultant. Payment information details
have yet to be validated.

For Verification This is the status that appears after the draft payment details have
been submitted by the consultant that has an active contract or
on-going transactions. The Procurement, Portfolio, and Financial
Management Department (PPFD, formerly OSFMD) of ADB will be
in charge of verification.

Unverified This status will appear when the consultant has provided payment
information without having an active contract or is about to
engage in or is currently going through negotiations.

For Bank/Branch Matching This status is reserved for payment information details that have
successfully been verified by PPFD but which have the “Were you
able to find your bank?” option set to “No”. This means that the
payment details request will now advance to the Treasury Services
Division for validation of the Bank/Branch.

For Correction Payment information details have been returned for correction to
the consultant by either the Procurement, Portfolio, and Financial
Management Department (PPFD) or by the Treasury Services
Division (TDTS) of ADB.

Active Payment details have been validated by PPFD (and possibly TDTS)
as being ready for use in payments.

33
Modifying Payment Information

Deactivated This status will appear for older payment information that was
deactivated and replaced by new payment information for the
same currency.

Active – No Intermediary Bank This is the status that appears after Payment Information details
have been submitted and processed by PPFD/TD but with missing
Intermediary Bank details.

Cancelled Payment details were discarded by consultant after they were

returned for additional revision.

B. Returned Payment Information Details

The consultant’s options upon having the payment information details returned for correction
include the following:

1. Make corrections. Make the necessary corrections as advised in the comments section (1a)
and enter required comments describing the corrections made (1b). Click on the [Save] (1c)
button and [Submit] (1d).

1a
1b

1d 1c

2. Cancel the payment information request. Click [Cancel] to abandon the request to verify the
current set of payment information details. Cancelled payment information requests may
be deleted from the Payment Information table by going to the Profile tab, Payment
Information category. Click on the appropriate Delete icon.

34
Modifying Payment Information

C. Updating Payment Information Details

Payment information details can be updated while the status remains Draft or if it has been
returned For Correction. If the payment information is already Active, then it can still be overridden
by creating new payment instructions for that same currency.

Note that the intermediary bank details section is always available for updating, even if the payment
information status is either Active or Active - No Intermediary Bank Details.

D. Restoring Deletions of Payment Information Details

The [Save] button in the Payment Information Category of the Profile tab will ensure that any
deleted payment instructions will remain deleted. If the [Save] button was not clicked, resorting to
the [Revert] button will restore the deleted rows. This is true even after the Oracle session is
concluded and resumed at a later time.

35
Appendix 1: Oracle Basics

Below are the common screen elements that are found in a typical Oracle Web-based application page:

Header Menu

Logged-in User
Navigator Pane

Favorites Pane

Footer Menu

Name Usage

Navigator Pane Displays the different function responsibilities assigned to the user

Allows users to keep a customized list of links that would lead to specific
Favorites Pane
websites

Header and Footer

Shows common links that would help users navigate through the application
Menus

Logged-in User Displays the name of the user currently logged-in the system
Appendix 1: Oracle Basics

Icons

Icons are used to carry out tasks like editing or deleting records or information, or inform users
about the success or failure of an action performed.

Icon Name Usage

Enables users to see options for things they can enter on a given
Search field. Once clicked, users are led to a new page that allows them
to choose from a list of valid responses.

Enables users to immediately select an option from a list and skip

Quick select the longer process of selecting a radio or check box and clicking
on OK

Update Allows users to edit the details of an associated record

Delete Allows users to erase the associated record

Allows users to view or edit record information. Once clicked the

Detail user is led to a new page where they can enter text and include
attachments.

Enables users to enter dates. Once clicked, it opens a pop-up

Date picker
window for the Oracle Calendar.

View
Lets the user view attachments
Attachment

Informs the user of an error that occurred after performing an

Error
action

Warning Alerts the user of a possible outcome of an action

37
Appendix 1: Oracle Basics

Buttons and lists

There are various buttons and screen objects that allow you to do actions like choosing information
to input, selecting search criteria, or inputting dates.

Screen Object Name Usage

Buttons Perform an action like saving data, canceling an action, etc.

Enables users to make a choice from a preset list. Click on the

Drop down list
arrow button to see the list

Check boxes Allow users to select more than one item from a given list

Appears when the date picker icon is clicked. It allows you to

Calendar window
select a date to be entered into a date field.

Allows the user to insert attachments in the form of text,

Attachment
desktop file or URL (web address)

Tips in using Oracle applications

Item Tip

When searching for information in Oracle applications, you can use the “%”
symbol to act as wildcard to expand the list of possible results. It can be used
to find:
Search wildcard a) %word - results that end with “word”
b) Wo%rd - results that start with “wo” and ends with “rd”
c) Word% - results that start with “word”
d) %Word% - results where “word” is found in between a string of text

38
Appendix 1: Oracle Basics

Item Tip

Users are discouraged from using the common Internet browser navigation
Internet browser
buttons “back” and “forward” while using Oracle applications. Instead, use
navigation buttons
the navigation buttons and/or links found within the application.

Users are encouraged to use the on-screen confirmation buttons like [Save]
On-screen buttons or [OK] and not use the Enter key on the keyboard. Using the Enter key can
result in unexpected outcomes while entering data in a form.

39
Appendix 2: Selected CMS Glossary

ADB Asian Development Bank

ADB Financing Includes financing by loans, grants, technical assistance (TA) grants,
or funds from external sources ADB administers, ADB’s
administrative budget, and the special capital budget.

Anticorruption Policy ADB's policy requiring that all ADB staff and all parties carrying out
activities financed by AD, to adhere to the highest financial and
ethical standards. For details, please refer to
http://www.adb.org/Integrity/default.asp

BPBM Budget and Management Services Division

BSB Bank State Branch is a unique identifying code used in Australia and
New Zealand to record information about branch locations of banks
in a standardized way.

CHIPS The Clearing House Interbank Payment System is the Institution

User ID (UID) number that can be used to conduct financial
transactions between different banks. CHIPS consist of all numeric
characters.

Client The Government of the recipient country of the ADB financed TA,
grant or loan

CMS The Consultant Management System, which is an online Consultant

recruitment and management system implemented by ADB.

Consultancy Inputs The amount of the time in which the Consultant's services are
required to be performed during the term of the Contract. One
person-month is equivalent to 30 calendar days (for Field Work) or
22 working days (for Home Office). For periods of less than 1
person-month of Field Work, the basis of calculation is 1 calendar
day which is equivalent to 1/30 (0.0333) of a month. For periods of
less than 1 person-month of Home Office Work, the basis of
calculation is 176 working hours which is equivalent to 1 person-
month, or 8 hours, which is equivalent to 1/22 (0.0454) of a person-
month, or as otherwise provided in the Contract.
Appendix 2: Selected CMS Glossary

Consultant A private or public entity, including a Joint Venture, that is the Lead
Firm of an Association or the Lead Partner of a Joint Venture and is
invited to submit a proposal for the services and, if selected, shall
provide the Services to ADB.

Consulting Firm Means any private or public entity with the capacity to provide
consulting services. Such entities include international and national
consulting firms, engineering firms, construction firms,
management firms, procurement agents, inspection agents,
auditors, United Nations (UN) agencies and other multilateral
organizations, universities, research institutions, government
agencies, and nongovernmental organizations (NGOs), when such
entities provide consulting services.

“Consulting services that

ADB administers” Refers to the consulting services, or services provided by resource
persons, financed by ADB's administrative budget, capital budget,
TA grant, or other grant projects funded from special funds or trust
funds, for which ADB selects and engages the consultants. ADB may
also hire consultants funded by advance payment from prospective
clients in its private sector operations.

“Consulting services that

executing agencies (EAs)
administers” Refers to the consulting services provided under ADB’s loan
projects, grant projects or delegated TA projects for which the EA
selects and engages the consultants.

Contract The contract signed by the Parties and all the attached documents
listed in:
Section 2 – Definitions 2-2
Section 2 – ITC (TA)-17Jul09
Clause 1 of such Contract that is the General Conditions (GC), the
Special Conditions (SC) by which the GC may be amended or
supplemented, and the Appendices

CRAM Consultant Recruitment Activity Monitoring

CRP Stands for Consultant Recruitment Plan, which is prepared by the

user unit for each specific consulting service assignment financed by
ADB. Details are explained in PAI 2.02. For a loan project, the
consultant recruitment plan(s) should be prepared based on the

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Appendix 2: Selected CMS Glossary

procurement plan for the project and reflected in the Project

Administration Manual (PAM).

CSC Consultant Selection Committee

CSRN Consultant Services Recruitment Notice

CV Curriculum Vitae

Data Sheet The section of the RFP that contains specific data and information
on the selection process and the services

Day Calendar day, except where otherwise stated

DMC Developing Member Country of ADB

EOI Expression of Interest

Executing Agency (EA) The agency or authority (usually a government entity) of the Client's
country responsible for administering the TA. EA may also be ADB
for a Regional TA.

Experts Refer to the definition of "Personnel" below

FEDWIRE Federal Reserve Wire Network is the Institution routing number of

the intermediary bank that helps enable wire transfers between
banks. The bank format for this institution routing number should
be all numeric.

Field Work The Consultant's work at an assignment location other than the city
or province where the Consultant holds permanent residence or
office

Full-Time Employee
• An individual who is currently employed under a Contract or
agreement of employment with the Consultant or the Sub-
Consultant
• Has been employed by the Consultant or the Sub Consultant for
the last 12 consecutive months preceding the date of
submission of the Proposal
• Is entitled to receive regular remuneration and benefits (i.e.,
social security, pension or medical contributions) from the
Consultant or the Sub-Consultant

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Appendix 2: Selected CMS Glossary

• Is engaged to work for the Consultant or the Sub-Consultant for

the number of hours per day and days per year that are
considered the norm for full-time employees in the country of
employment or in the country in which the person is assigned

Government Shall have the same meaning as, and may be used interchangeably
with the term "Client".

Guidelines The "Guidelines on The Use of Consultants by Asian Development

Bank and Its Borrowers" document
Section 2 – Definitions 2-3
Section 2 – ITC (TA)-17Jul09

Home Office The Consultant's work at the Consultant's own office or residence.

ICS Stands for Individual Consultant Selection

IFSC Indian Financial System Code is an alphanumeric code that uniquely

identifies a bank-branch participating in the two main electronic
funds settlement systems in India.
Implementing Agency (IA) The agency authorized to implement the project.

International Personnel
/Consultant Expert Any consulting firm established or incorporated in any ADB member
country including the borrower’s country, or a person who is a
citizen of any ADB member country including the borrower’s
country.

Lump Sum (LS) Contract Lump sum contract is used for assignments in which the content,
duration of services and the required output of the consultants are
clearly defined. This includes simple planning and feasibility studies,
environmental studies, detailed design of standard or common
structures, service delivery assignments, and preparation of data
processing systems. Prices shall include all costs and cannot be
negotiated. Payments are linked to outputs, such as reports,
drawings, bill of quantities, bidding documents, and software
programs.

National Personnel
/Consultant Expert Any consulting firm or individual from the borrower’s country that is
established or incorporated and has a registered office in the
borrower’s country, or a person who is a citizen of such country.

NCI Non-Committal Inquiry

43
Appendix 2: Selected CMS Glossary

Notice to Proceed (NTP) A notice informing the consultant to proceed with the services as
stipulated in the contract.

OGC Office of the General Counsel

ITD Information Technology Department

OSFMD Operations Services and Financial Management Department

(previous name of PPFD)

PAI Project Administration Instructions

Partner Any of the entities that make up the Joint Venture and Partners
means all such entities.

PER Performance Evaluation Record

Personnel Qualified individuals provided by the Consultant and assigned to

perform the Services or any part thereof. "International Personnel"
means such qualified individuals who are citizens of an ADB
member country; "National Personnel" means such qualified
individuals who are citizens of the Client's country. In this RFP, the
term "personnel" may be used interchangeable with the term
"Experts".

PPFD Procurement, Portfolio and Financial Management Department

(new name of OSFMD)

Project Unit Refers to an ADB project division, regional office, or resident

mission that supervises a loan or grant financed project or a
delegated TA.

Proposal A technical proposal or a financial proposal, or both.

QG Qualification Grade

Recipient The Government and includes the Executing Agency or the

Implementing Agency of the Government.

Recruiting Party Refers to the party responsible for selecting and finally signing a
contract with the consultant. ADB’s Procurement, Portfolio and
Financial Management Department (PPFD) is the recruiting party for

44
Appendix 2: Selected CMS Glossary

TA assignments (except for delegated TAs), staff consultancy

assignments and assignment financed by grants administered by
ADB. The EA or implementing agency (IA) is the recruiting party for
loan assignments, grant assignments administered by the EA and
assignments for delegated TAs. Under special circumstances, such
as lacking the required capacity, the EA may request ADB to help
recruit consultants. Subsequent PAIs use the term recruiting party
when describing rules and procedures applicable to both ADB and
EAs.

RFP Stands for Request for Proposal. The RFP document specifies the
criteria for selecting a consulting firm and describes the rules and
procedures consultants must comply with when submitting their
proposals.

SC Stands for Staff Consultant

Services The work to be performed as described in the Terms of References

and pursuant to the Contract; This may include policy advice,
governance, institutional reforms, social considerations including
poverty alleviation and gender concerns, environment assessments
and audits, participation and consultation, institutional
strengthening and capacity building including training, legal and
financial services, management and engineering services and
construction supervision.

Short-Listed Consultant The Lead Firm of an Association or the Lead Partner of a Joint
Venture.

SORTCODE It is a unique code used to route money transfers between British

and Irish banks within their respective countries via their respective
clearance organizations.

Sub-Consultant Any person or entity with whom the Consultant associates for the
execution of any part of the Services and for whom the Consultant
is fully responsible.

SWIFT BIC/BEI SWIFT Bank Identification Code/Business Entity Identifier, reflects

the intermediary bank’s SWIFT Bank Identifier Code (BIC) or
Business Entity Identifier (BEI) number. It is an eight (8) or eleven
(11) digit bank code.

TAIS TA Information System

45
Appendix 2: Selected CMS Glossary

Technical Assistance (TA) The assistance provided by ADB to help DMCs identify, design,
implement and operate development projects, and to strengthen
their ability to formulate strategies, policies and programs.

Terms of Reference (TOR) Refers to Section 7 of the RFP, which explains the objectives, scope
of work, activities, tasks to be performed, respective responsibilities
of ADB and the Consultant, and expected results and deliverables of
the Contract.

Time-Based Contract Time-based contract is used when it is difficult to define the scope,
output, and the length of the services, either because the services
are related to and await completion of activities by others for which
the completion period may vary, or because the input of the
consultants is difficult to assess. This type of contract will be used
for complex studies, supervision of construction, advisory services,
and most training assignments. Payments are linked to inputs and
are usually based on monthly rates for personnel named in the
contract, and on reimbursable expenses using actual expenses
and/or an agreed unit rate.

User Unit Means an ADB division, department, office, resident mission,

regional office, or representative office or the EA’s project
implementation unit using consulting services.

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